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How do I connect GoCo to Zapier?

Step-by-step instructions on how to integrate GoCo and Zapier

  1. If you have not already, set up a Zapier company account.  You can set up a free account here: zapier.com
  2. Login to GoCo as a Full Access Administrator. 
  3. Navigate to the Marketplace through the left side navigation or by selecting view on the Marketplace card.
    Screen Shot 2022-06-23 at 3.40.46 PM
    Note: If you don't see the card, you don't have the right administrator privileges. Talk to the person at your company that manages your GoCo account.
  4. From there you'll find a list of all of GoCo's Apps & Integrations. Zapier is listed in Preferred (default view) or in Productivity. 
  5. Click the blue +Add button on the Zapier card to get started. Then click Setup
    Screen Shot 2022-06-27 at 4.24.27 PM
  6. Follow the instructions shown to connect your Zapier account:
    Screen Shot 2022-06-27 at 4.27.14 PM
  7. In Zapier, you need to find the GoCo integration to connect to it. As the integration is in BETA, you may need to use this link to find it:
    https://zapier.com/developer/public-invite/121804/0a2ba363a2d3e685a43020f4ed314e73/

  8. Once you get to the Connect an Account modal in Zapier, copy the API Username and API Password fields from GoCo, and enter them into Zapier here:
    1. ⭐ Once linked, Zapier will pull up "Employee A". This is a fake employee and will not be reflective of employees in your account.
  9. Once you have GoCo Connection created, go ahead and create a test Zap using your GoCo connection. The easiest one is to create a Google Sheet, and create a Zap to send an action to Create Employee in GoCo when a row is added to the Google Sheet.
  10. Once GoCo detected your connection was successful, the Test Status will show as Passed:
  11. Click Finish to complete the setup in GoCo
  12. The Zapier Integration is now live for your company on GoCo. To understand how the integration works, please read this help article:
    How does the GoCo + Zapier integration work?